It's a smart move for Supervalu, and a good move for Albertson's. |
It's much harder for them to all win at the same time. They all kind of grew together and the market has slowed a little bit. |
Lifestyle remodels have clearly provided a short-term boost for Safeway shares. But we firmly believe that pricing is a much more relevant structural issue in the grocery industry. Safeway must permanently lower its pricing. |
We think investors should be buying Kroger all day long. Kroger has undeniable top-line momentum that reflects growing share in a mature industry. |